Sterneck Capital Management’s American Express AXP Stock Holding History

Sterneck Capital Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$380K	Hold	1,257	–	–	0.17%	72
2025 Q4	$465K	Hold	1,257	–	–	0.21%	56
2025 Q3	$418K	Hold	1,257	–	–	0.19%	64
2025 Q2	$401K	Hold	1,257	–	–	0.2%	63
2025 Q1	$338K	Hold	1,257	–	–	0.18%	68
2024 Q4	$373K	Buy	1,257 +302	+32%	+$86.8K	0.2%	54
2024 Q3	$259K	Buy	+955	New	+$238K	0.14%	73
2017 Q1	–	Sell	-19,058	Closed	-$1.41M	–	122
2016 Q4	$1.41M	Sell	19,058 -310	-2%	-$21.5K	0.91%	39
2016 Q3	$1.24M	Sell	19,368 -660	-3%	-$42.4K	0.83%	41
2016 Q2	$1.22M	Sell	20,028 -380	-2%	-$24.1K	0.81%	35
2016 Q1	$1.25M	Sell	20,408 -1,135	-5%	-$66K	0.88%	34
2015 Q4	$1.5M	Sell	21,543 -12,700	-37%	-$924K	0.95%	34
2015 Q3	$2.54M	Sell	34,243 -3,667	-10%	-$282K	1.67%	20
2015 Q2	$2.95M	Buy	37,910 +2,853	+8%	+$226K	1.62%	20
2015 Q1	$2.74M	Buy	+35,057	New	+$2.91M	1.47%	25

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sterneck Capital Management's AXP Position: Q1 2026 in Review

Sterneck Capital Management held its American Express (AXP) position steady in Q1 2026 at 1,257 shares worth $380K. The position accounts for 0.17% of the portfolio, ranked #72.

Sterneck Capital Management first reported a position in AXP in Q1 2015 and has held it in 15 quarters since. The position peaked at $2.95M in Q2 2015. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sterneck Capital Management held 1,257 shares of American Express worth $380K as of Q1 2026.
Sterneck Capital Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.17% of Sterneck Capital Management's portfolio in Q1 2026, its #72 holding.
Sterneck Capital Management first reported a position in American Express in Q1 2015 and has held it in 15 quarters since.
Sterneck Capital Management's American Express position peaked at $2.95M in Q2 2015.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.